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  5. MATSON FINANCIAL ADVISORS, INC.

MATSON FINANCIAL ADVISORS, INC.

Company Details

Entity Name: MATSON FINANCIAL ADVISORS, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 04 Nov 1993
Business ALEI: 0292255
Annual report due: 04 Nov 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 4 MOUNTAINVIEW TERR SUITE 104, DANBURY, CT, 06810, United States
Mailing address: 4 MOUNTAINVIEW TERR SUITE 104, DANBURY, CT, United States, 06810
ZIP code: 06810
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: michael@matsonfinancial.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN 2023 061385943 2024-05-15 MATSON FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541990
Sponsor’s telephone number 2037430131
Plan sponsor’s address 4 MOUNTAINVIEW TERRACE, SUITE 104, DANBURY, CT, 06810
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN 2022 061385943 2023-03-31 MATSON FINANCIAL ADVISORS, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541990
Sponsor’s telephone number 2037430131
Plan sponsor’s address 4 MOUNTAINVIEW TERRACE, SUITE 104, DANBURY, CT, 06810
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN 2021 061385943 2022-05-23 MATSON FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541990
Sponsor’s telephone number 2037430131
Plan sponsor’s address 4 MOUNTAINVIEW TERRACE, SUITE 104, DANBURY, CT, 06810
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN 2020 061385943 2021-03-16 MATSON FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541990
Sponsor’s telephone number 2037430131
Plan sponsor’s address 4 MOUNTAINVIEW TERRACE, SUITE 104, DANBURY, CT, 06810
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN 2019 061385943 2020-07-25 MATSON FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541990
Sponsor’s telephone number 2037430131
Plan sponsor’s address 4 MOUNTAINVIEW TERRACE, SUITE 104, DANBURY, CT, 06810
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN 2018 061385943 2019-05-14 MATSON FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541990
Sponsor’s telephone number 2037430131
Plan sponsor’s address 4 MOUNTAINVIEW TERRACE, SUITE 104, DANBURY, CT, 06810
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN 2017 061385943 2018-07-20 MATSON FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541990
Sponsor’s telephone number 2037430131
Plan sponsor’s address 4 MOUNTAIN VIEW TERRACE, SUITE 104, DANBURY, CT, 06810
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN 2016 061385943 2017-05-08 MATSON FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541990
Sponsor’s telephone number 2037430131
Plan sponsor’s address 4 MOUNTAIN VIEW TERRACE, SUITE 104, DANBURY, CT, 06810
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN 2015 061385943 2016-04-19 MATSON FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541990
Sponsor’s telephone number 2037430131
Plan sponsor’s address 4 MOUNTAIN VIEW TERRACE EAST RIDGE, SUITE 104, DANBURY, CT, 06810
MATSON FINANCIAL ADVISORS, INC. 401(K) PLAN 2014 061385943 2015-06-08 MATSON FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541990
Sponsor’s telephone number 2037430131
Plan sponsor’s address 4 MOUNTAIN VIEW TERR E. RIDGE, SUITE 104, DANBURY, CT, 06810

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MICHAEL MATSON Agent 4 MOUNTAINVIEW TERR SUITE 104, DANBURY, CT, 06810, United States 4 MOUNTAIN VIEW TERR, STE104, DANBURY, CT, 06810, United States +1 203-743-0131 michael@matsonfinancial.com 4 MOUNTAIN VIEW TERR, STE104, DANBURY, CT, 06810, United States

Officer

Name Role Business address Phone E-Mail Residence address
MICHAEL MATSON Officer 4 MOUNTAINVIEW TERR SUITE 104, DANBURY, CT, 06810, United States +1 203-743-0131 michael@matsonfinancial.com 4 MOUNTAIN VIEW TERR, STE104, DANBURY, CT, 06810, United States
LAURA B MATSON Officer 4 MOUNTAINVIEW TERR SUITE 104, DANBURY, CT, 06810, United States No data No data 6 SUNSET HILL ROAD, BROOKFIELD, CT, 06804, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012288671 2024-11-04 No data Annual Report Annual Report No data
BF-0011256125 2023-11-01 No data Annual Report Annual Report No data
BF-0010363805 2022-10-31 No data Annual Report Annual Report 2022
BF-0009824363 2021-10-05 No data Annual Report Annual Report No data
0006998963 2020-10-12 No data Annual Report Annual Report 2020
0006655190 2019-10-04 No data Annual Report Annual Report 2019
0006271725 2018-11-05 No data Annual Report Annual Report 2018
0005956253 2017-10-30 No data Annual Report Annual Report 2017
0005691331 2016-11-09 No data Annual Report Annual Report 2016
0005508910 2016-03-09 No data Annual Report Annual Report 2015

Related by officers

MICHAEL MATSON

M M MOUNTAIN VIEW, LLC

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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